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Our Team: Steven R. Sarcione, CTFA, AEP®

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Steve draws on three decades of managerial and family office experience to provide a variety of financial, administrative, and other personal services to JDJ clients. Steve’s education and experience allow him to assist clients with everything from Personal Accounting and Net Worth Reporting to Trust and Estate Administration.

As part of his impressive background, Steve worked for an ultra-high net worth European family, running the US extension of their UK-based family office. Steve was responsible for managing household staff for multiple residences, overseeing and reporting on multimillion-dollar personal and trust accounts, and coordinating substantial home purchases and renovations. Steve also served as executive director and co-trustee of the family’s $22 million US private foundation.

After successfully coordinating the family’s move back to Europe, Steve founded his own business offering select family office services. In August 2003, Steve merged his business with JDJ Resources. After JDJ's merger with Rothstein Kass, Steve served as a director of the Rothstein Kass Family Office Group. In 2014, Jamie, Steve and Doreen co-founded JDJ Family Office Services. Steve’s managerial experience also includes several positions spanning nine years at Peabody Office Furniture in Boston.

Steve holds a Bachelor of Arts degree from St. John’s Seminary College of Liberal Arts, where he graduated summa cum laude. He has received certificates in Human Resources Management from Bentley College and Paralegal Studies from Boston University. Steve is a past Board Member of the Boston Estate Planning Council, where he continues to serve actively on various committees. He is a Certified Trust and Financial Advisor (CTFA) as well as an Accredited Estate Planner (AEP®) and a notary public. Steve is an avid sports fan and enjoys spending time with his family.

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